Form

Self Assessment: Trust and Estate Tax Return (SA900)

Use form SA900 to file a Trust and Estate Tax Return.

Documents

Trust and Estate Tax Return (2020)

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Trust and Estate Tax Return guide (2020)

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Trust and Estate tax calculation guide (2020)

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Trust and Estate Tax Return (2019)

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Trust and Estate Tax Return guide (2019)

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Trust and Estate tax calculation guide (2019)

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Trust and Estate Tax Return (2018)

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Trust and Estate Tax Return guide (2018)

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Trust and Estate tax calculation guide (2018)

Trust and Estate Tax Return (2017)

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Trust and Estate Tax Return guide (2017)

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Trust and Estate tax calculation guide (2017)

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Trust and Estate Tax Return (2016)

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Trust and Estate Tax Return guide (2016)

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Trust and Estate tax calculation guide (2016)

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Details

Published 4 April 2014
Last updated 6 April 2020 + show all updates
  1. Section for pension payment charges on page TTCG 12 and box T7.30 on page TTCG13 of the Trust and Estate tax calculation guide (2020) have been updated.

  2. A new version of the form and notes for tax year 2019 to 2020 have been added.

  3. The form and notes have been added for tax year 2018 to 2019.

  4. The form and notes have been added for tax year 2017 to 2018.

  5. The form and notes have been added for tax year 2016 to 2017.

  6. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  7. The 2015 to 2016 form has been added to this page.

  8. First published.